Tax Organizer Instructions

  1. Download Tax Organizer
    • Follow below steps to fill out and submit tax organizer.
  2. Download and Install Adobe Acrobat Reader
    • Why? Our tax organizer is a fillable PDF form. To properly open, fill, and save it, you'll need Adobe Acrobat Reader.
    • How: Click on this link: Download Adobe Acrobat Reader
    • Follow the on-screen instructions to download and install Adobe Acrobat Reader on your computer.
    • If you already have Adobe Acrobat Reader installed, please ensure it is up-to-date.
  3. Open the PDF with Adobe Acrobat Reader
  4. Fill Out the Tax Organizer Form
    • Carefully fill out all the required fields in the tax organizer.
    • Please ensure all information is accurate and complete.
    • Save your progress frequently by clicking the "File" menu and selecting "Save" or by pressing Ctrl+S (Windows) or Command+S (Mac).
  5. Submit the Completed Form
    • Once you have completed the tax organizer, click the "Submit" button located within the form.
    • A security popup from Adobe Acrobat Reader will appear, asking you to "Allow" or "Block" the form to connect to an external link.
    • Click "Allow". This is necessary for the form to submit your data to our secure server.
    • Error Dialogue (Expected): After clicking allow, an error dialogue box may appear. This is a normal part of the submission process and can be disregarded.
    • Success Page Redirection: After the form is successfully submitted, you will be automatically redirected to a success page.
    • Confirmation Message: The success page will display the message: "Your form has been submitted successfully."
    • Verification: If you see the success message, it confirms that your filled form has been sent to us for processing.